advisor-dashboards
Advisor Dashboards
Purpose
Provide comprehensive guidance on designing, building, and operating dashboards for registered investment advisory firms. This skill covers the full spectrum of advisory practice dashboards — from executive-level practice analytics and AUM/revenue tracking through advisor-facing daily operational views, client flow analysis, exception monitoring, and KPI frameworks. It enables Claude to advise on dashboard architecture, metric selection, role-based access design, data source integration, alerting logic, and the benchmarking frameworks that transform raw operational data into actionable practice intelligence for advisors, managers, compliance officers, and firm leadership.
Layer
10 — Advisory Practice (Front Office)
Direction
both
When to Use
- Designing or evaluating dashboards for an RIA's management team or executive committee
- Building an advisor-facing daily operational dashboard or morning briefing view
- Defining practice-level KPIs and metric hierarchies for an advisory firm
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